|
⚲
|
| BBAE Advisors LLC
✚
| |
|---|---|
| CRD # | 269900 |
| SEC # | 801-104469 |
| CIK # | |
| AUM | $0.3 MM (2024-03-28) |
| Employees | 3 (0% Investors, 100% Brokers) |
| Phone | 972-618-0043 |
| Address | 7700 Windrose Ave Plano, TX 75024 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 0.2 |
| (b) Individuals (high net worth individuals) | 2 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 28 | 0.3 |
| By Discretionary | ||
| Discretionary | 28 | 0.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 28 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 0.2 | |
| Total | 28 | 0.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
AURA Finance
✚
|
CA | 0.0 |
|
Path Digital Advisors LLC
✚
|
IL | 0.0 |
|
Next Financial Advisors LLC
✚
|
WA | 0.0 |
|
Elphinstone Inc
✚
|
NY | 0.0 |
|
Networth Literacy Inc
✚
|
0.0 | |
|
GP Leach Securities LLC
✚
|
TX | 0.0 |
|
Invex Next LLC
✚
|
FL | 0.0 |
|
Poket Financial LLC
✚
|
0.0 | |
|
Inversso LLC
✚
|
FL | 0.0 |
|
Allio Advisors LLC
✚
|
WA | 0.0 |